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Pension Legacy Modelling Tool

Find out how much excess pension money can be passed on. 

  • Looks at multiple options for excess pensions money
  • View online and offline
  • Save as a pdf for your reports

Key features

  • to show the potential legacy a client could leave behind
  • shows the results of leaving in a pension and withdrawing the funds for several potential IHT solutions

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and is to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

Whilst you’re able to download this tool, we would always recommend using the version available online in case it changes.

Support materials to help you

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.